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“Who Provides the Advice?” CFDD Quotes Verity

“NEW WORLD ORDER: Who Provides The Advice” June 2011

Center for Due Diligence

June 16, 2011

Verity is a Registered Investment Adviser providing plan level integrated advice solutions & participant elected managed account options. The firm is shooting the lights out in the 403(b) market and they have recognized the structural changes in the investment markets. As noted by their President, Gordy Wegwart, “Retirement plan investors need an investment process that focuses less on comparative performance and more on maximizing the probability of successful results. In an investment marketplace that has indeed structurally changed, advisors must identify the elements of their processes that are no longer effective.”